Institutional Ownership Putnam ETF Tr Putnam Focused L (PVAL)
This table provides information about the institutional ownership of Putnam ETF Tr Putnam Focused L (PVAL). We have compiled data on the 203 institutions that hold shares in the stock, with a total of 97.6 Million shares, which have been reported (via 13F filing form) to have a value of $4.26 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
5,692
shares
|
$248,683
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Brand Asset Management Group, Inc.
|
Nov 12, 2025 Q3 2025 |
5,680
shares
|
$248,159
0.07% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
5,679
shares
|
$248,115
0.0% of portfolio
|
Q3 2025
Added 87.86%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
5,654
shares
|
$247,023
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
5,345
shares
|
$233,523
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
5,329
shares
|
$232,824
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 12, 2025 Q3 2025 |
5,269
shares
|
$230,202
0.02% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Nov 26, 2025 Q3 2025 |
5,232
shares
|
$228,586
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
5,115
shares
|
$223,474
0.01% of portfolio
|
Q3 2025
Reduced 10.29%
|
|
|
Northwest Capital Management Inc
|
Oct 20, 2025 Q3 2025 |
3,964
shares
|
$173,187
0.19% of portfolio
|
Q3 2025
Reduced 63.74%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
3,737
shares
|
$163,269
0.0% of portfolio
|
Q3 2025
Added 7.17%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
2,980
shares
|
$130,196
0.0% of portfolio
|
Q1 2025
Added 11.19%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
2,878
shares
|
$125,739
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
2,495
shares
|
$109,006
0.0% of portfolio
|
Q3 2025
Added 6.76%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
1,675
shares
|
$73,180
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
1,466
shares
|
$64,049
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
547
shares
|
$23,898
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
450
shares
|
$19,660
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
402
shares
|
$17,563
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tripletail Wealth Management, LLC
Orlando, FL |
Oct 17, 2025 Q3 2025 |
360
shares
|
$15,728
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
277
shares
|
$12,102
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
200
shares
|
$8,738
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Nov 04, 2025 Q3 2025 |
173
shares
|
$7,558
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
79
shares
|
$3,451
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
64
shares
|
$2,796
0.0% of portfolio
|
Q2 2025
Reduced 60.49%
|
|